Perigon Wealth Management’s United Airlines UAL Stock Holding History

Perigon Wealth Management’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$421K	Sell	4,573 -902	-16%	-$94.5K	0.01%	882
2025 Q4	$612K	Buy	5,475 +918	+20%	+$92.8K	0.01%	698
2025 Q3	$440K	Buy	4,557 +817	+22%	+$78.6K	0.01%	788
2025 Q2	$298K	Buy	3,740 +228	+6%	+$16.8K	0.01%	841
2025 Q1	$243K	Sell	3,512 -7,402	-68%	-$699K	0.01%	890
2024 Q4	$1.16M	Buy	+10,914	New	+$923K	0.03%	415
2021 Q1	–	Sell	-1,573	Closed	-$68K	–	1000
2020 Q4	$68K	Buy	+1,573	New	+$63.6K	0.01%	651
2018 Q2	–	Sell	-1,470	Closed	-$102K	–	565
2018 Q1	$102K	Hold	1,470	–	–	0.04%	229
2017 Q4	$99K	Hold	1,470	–	–	0.04%	200
2017 Q3	$89K	Hold	1,470	–	–	0.03%	269
2017 Q2	$111K	Hold	1,470	–	–	0.02%	294
2017 Q1	$104K	Hold	1,470	–	–	0.02%	299
2016 Q4	$111K	Hold	1,470	–	–	0.02%	278
2016 Q3	$77K	Hold	1,470	–	–	0.02%	264
2016 Q2	$60K	Buy	1,470 +120	+9%	+$5.68K	0.02%	263
2016 Q1	$81K	Buy	+1,350	New	+$71.7K	0.03%	170

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Perigon Wealth Management's UAL Position: Q1 2026 in Review

Perigon Wealth Management reduced its United Airlines (UAL) stake by 16% in Q1 2026, selling an estimated $94.5K and leaving 4,573 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #882.

Perigon Wealth Management first reported a position in UAL in Q1 2016 and has held it in 16 quarters since. The position peaked at $1.16M in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Perigon Wealth Management held 4,573 shares of United Airlines worth $421K as of Q1 2026.
Perigon Wealth Management sold 902 United Airlines shares in Q1 2026, an estimated $94.5K.
United Airlines made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #882 holding.
Perigon Wealth Management first reported a position in United Airlines in Q1 2016 and has held it in 16 quarters since.
Perigon Wealth Management's United Airlines position peaked at $1.16M in Q4 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.